Peck Wealth Management, LLC
Sector Allocation
- Other58.6%$69.5M
- Technology18.1%$21.5M
- Financials13.1%$15.6M
- Consumer Discretionary4.6%$5.5M
- Materials1.8%$2.1M
- Healthcare1.1%$1.3M
- Consumer Staples1.0%$1.1M
- Industrials0.8%$1.0M
- Energy0.7%$807,137
- Communication Services0.1%$155,398
AUM History
13fpro.ai/research/fund/peck-wealth-management-llc-2135125
Conviction and streaks
Diversifying · top 10 = 39.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$10.9M
AAPL
$8.3MWT
$4.6M- JPMORGAN$4.0M
- JPMORGAN$3.8M
IVZ
$3.6M- GLOBAL$3.4M
- INVESCO$3.1M
NVDA
$2.9MMSFT
$2.8MAMZN
$2.8MIBM
$2.6M- PUTNAM$2.6M
- PIMCO$2.5M
- JPMORGAN$2.4M
TSLA
$2.2M- VANGUARD$2.1M
SPY
$2.1M- ISHARES$2.0M
- NYLI$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peck-wealth-management-llc-2135125
Peck Wealth Management, LLC 13F holdings — Q2 2026
$118.7M portfolio (+19.1% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF
$10.9M
9.2% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $8.3M
7.0% of stocks
-2%This quarter+11.3%Since filed4+ qtrsHeld$4.6M
3.8% of stocks
+229%This quarter+8.3%Since filed4+ qtrsHeld- 4
JPMORGAN U.S. QUALITY FACTOR ETF - ETF
$4.0M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
JPMORGAN INCOME ETF - ETF
$3.8M
3.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
3.0% of stocks
+2%This quarter-3.6%Since filed4+ qtrsHeld- 7
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF
$3.4M
2.8% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
INVESCO LARGE CAP GROWTHETF - ETF
$3.1M
2.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $2.9M
2.5% of stocks
-21%This quarter+7.6%Since filed4+ qtrsHeld$2.8M
2.4% of stocks
-0.3%This quarter+14.6%Since filed4+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF | $10.9M | 9.2% | -0.2% | — | — | — | — | |
| 2 | $8.3M | 7.0% | -2% | +11.3% | 4+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $4.6M | 3.8% | +229% | +8.3% | 4+ qtrsAdded 2 qtrs in a row | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | JPMORGAN U.S. QUALITY FACTOR ETF - ETF | $4.0M | 3.4% | +3% | — | — | — | — | |
| 5 | JPMORGAN INCOME ETF - ETF | $3.8M | 3.2% | -1% | — | — | — | — | |
| 6 | $3.6M | 3.0% | +2% | -3.6% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $3.4M | 2.8% | +17% | — | — | — | — | |
| 8 | INVESCO LARGE CAP GROWTHETF - ETF | $3.1M | 2.6% | +7% | — | — | — | — | |
| 9 | $2.9M | 2.5% | -21% | +7.6% | 4+ qtrsTrimmed 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $2.8M | 2.4% | -0.3% | +14.6% | 4+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Peck Wealth Management, LLC (Q2 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $2.8M | 2.4% | 12K | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.6M | 2.2% | 9,165 | -3% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | PUTNAM FOCUSED LARGE CAPVALUE ETF - ETFetf/fund | — | $2.6M | 2.2% | 50K | +25% | — | — | 13F |
| 14 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETFetf/fund | — | $2.5M | 2.1% | 25K | +951% | — | — | 13F |
| 15 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF - ETFetf/fund | — | $2.4M | 2.0% | 29K | -0.3% | — | — | 13F |
| 16 | Tesla, Inc. | Consumer Discretionary | $2.2M | 1.8% | 5,180 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETFetf/fund | — | $2.1M | 1.8% | 9,006 | — | — | — | 13F |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.1M | 1.8% | 2,808 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES CORE MSCI EUROPEETF - ETFetf/fund | — | $2.0M | 1.7% | 27K | -0.2% | — | — | 13F |
| 20 | — | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF - ETFetf/fund | — | $2.0M | 1.7% | 53K | New | — | — | 13F |
| 21 | — | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF - ETFetf/fund | — | $2.0M | 1.7% | 37K | +299% | — | — | 13F |
| 22 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - ETFetf/fund | — | $1.9M | 1.6% | 27K | +0.1% | — | — | 13F |
| 23 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETFetf/fund | — | $1.9M | 1.6% | 22K | +23% | — | — | 13F |
| 24 | — | ISHARES RUSSELL 1000 ETF - ETFetf/fund | — | $1.8M | 1.5% | 4,291 | +3% | — | — | 13F |
| 25 | — | JPMORGAN U.S. TECH LEADERS ETF - ETFetf/fund | — | $1.8M | 1.5% | 16K | +111% | — | — | 13F |
| 26 | — | VANECK CLO ETF - ETF | — | $1.7M | 1.4% | 32K | New | |||
| 27 | $HWM | Howmet Aerospace Inc. | Materials | $1.6M | 1.4% | 6,032 | -2% | |||
| 28 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $1.6M | 1.4% | 13K | +297% | |||
| 29 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - ETF | — | $1.5M | 1.3% | 13K | +2% | |||
| 30 | $OUNZ | VanEck Merk Gold ETF | Financials | $1.4M | 1.2% | 37K | -0.5% | |||
| 31 | — | VANECK MORNINGSTAR WIDE MOAT ETF - ETF | — | $1.4M | 1.2% | 13K | — | |||
| 32 | — | ISHARES CORE S&P 500 ETF - ETF | — | $1.4M | 1.2% | 1,841 | -0.3% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.4M | 1.1% | 3,846 | -3% | |||
| 34 | $WT | WisdomTree, Inc. | Financials | $1.2M | 1.0% | 13K | — | |||
| 35 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | — | $1.1M | 0.9% | 18K | — | |||
| 36 | $FTNT | Fortinet, Inc. | Technology | $1.1M | 0.9% | 7,175 | — | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.9% | 3,352 | -13% | |||
| 38 | — | GLOBAL X DEFENSE TECH ETF - ETF | — | $1.1M | 0.9% | 18K | -27% | |||
| 39 | — | FRANKLIN DYNAMIC MUNICIPAL BOND ETF - ETF | — | $828K | 0.7% | 33K | +4% | |||
| 40 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $809K | 0.7% | 3,336 | — | |||
| 41 | — | ISHARES CORE S&P MID-CAPETF - ETF | — | $800K | 0.7% | 10K | — | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $774K | 0.7% | 2,050 | — | |||
| 43 | — | JPMORGAN SHORT DURATION CORE PLUS ETF - ETF | — | $771K | 0.7% | 16K | +78% | |||
| 44 | $V | VISA INC. | Financials | $687K | 0.6% | 2,003 | — | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $672K | 0.6% | 4,916 | — | |||
| 46 | — | AVANTIS INTERNATIONAL EQUITY ETF - ETF | — | $671K | 0.6% | 7,520 | -13% | |||
| 47 | — | VANGUARD FTSE EUROPE ETF - ETF | — | $639K | 0.5% | 7,221 | -24% | |||
| 48 | — | JPMORGAN CORE PLUS BOND ETF - ETF | — | $637K | 0.5% | 14K | -61% | |||
| 49 | $GS | GOLDMAN SACHS GROUP INC | Financials | $597K | 0.5% | 590 | -2% | |||
| 50 | — | T. ROWE PRICE INTERNATIONAL EQUITY ETF - ETF | — | $500K | 0.4% | 13K | — | |||
| 51 | $MRK | Merck & Co., Inc. | Healthcare | $470K | 0.4% | 3,659 | — | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $468K | 0.4% | 1,844 | — | |||
| 53 | $CAT | CATERPILLAR INC | Industrials | $465K | 0.4% | 437 | — | |||
| 54 | $SPGI | S&P Global Inc. | Financials | $461K | 0.4% | 1,132 | — | |||
| 55 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | — | $454K | 0.4% | 2,776 | — | |||
| 56 | $BNY | Bank of New York Mellon Corp | Financials | $427K | 0.4% | 2,954 | — | |||
| 57 | $GLW | CORNING INC /NY | Materials | $423K | 0.4% | 1,657 | -42% | |||
| 58 | — | VANGUARD S&P 500 ETF - ETF | — | $391K | 0.3% | 569 | — | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $350K | 0.3% | 700 | — | |||
| 60 | $GOOGL | Alphabet Inc. | Technology | $348K | 0.3% | 974 | — | |||
| 61 | — | JPMORGAN MUNICIPAL ETF - ETF | — | $342K | 0.3% | 6,760 | -36% | |||
| 62 | — | ISHARES 01 YEAR TREASURYBOND ETF - ETF | — | $342K | 0.3% | 3,100 | +200% | |||
| 63 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $316K | 0.3% | 897 | — | |||
| 64 | $PLTR | Palantir Technologies Inc. | Technology | $315K | 0.3% | 2,700 | +13% | |||
| 65 | $AXP | AMERICAN EXPRESS CO | Financials | $304K | 0.3% | 900 | — | |||
| 66 | $WMT | Walmart Inc. | Consumer Staples | $303K | 0.3% | 2,674 | — | |||
| 67 | — | GLOBAL X U.S. ELECTRIFICATION ETF - ETF | — | $303K | 0.3% | 8,750 | New | |||
| 68 | $PEP | PEPSICO INC | Consumer Staples | $293K | 0.3% | 2,162 | — | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $288K | 0.2% | 1,353 | +2% | |||
| 70 | $GE | GENERAL ELECTRIC CO | Industrials | $280K | 0.2% | 750 | — | |||
| 71 | — | ISHARES NEW YORK MUNI BOND ETF - ETF | — | $274K | 0.2% | 5,075 | -4% | |||
| 72 | $INTC | INTEL CORP | Technology | $256K | 0.2% | 1,832 | — | |||
| 73 | — | VANGUARD UTILITIES INDEXFUND ETF SHARES - ETF | — | $253K | 0.2% | 1,293 | — | |||
| 74 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $251K | 0.2% | 2,497 | New | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $235K | 0.2% | 2,000 | — | |||
| 76 | — | NYLI MACKAY MUNI INSUREDETF - ETF | — | $220K | 0.2% | 9,100 | +379% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $220K | 0.2% | 187 | — | |||
| 78 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $182K | 0.1% | 1,200 | — | |||
| 79 | $MCO | MOODYS CORP /DE/ | Financials | $181K | 0.1% | 400 | -20% | |||
| 80 | $KO | COCA COLA CO | Consumer Staples | $168K | 0.1% | 2,063 | — | |||
| 81 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $166K | 0.1% | 1,809 | — | |||
| 82 | — | ISHARES S&P 500 GROWTH ETF - ETF | — | $154K | 0.1% | 1,119 | — | |||
| 83 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $144K | 0.1% | 195 | — | |||
| 84 | $QCOM | QUALCOMM INC/DE | Technology | $139K | 0.1% | 751 | — | |||
| 85 | $ORCL | ORACLE CORP | Technology | $130K | 0.1% | 884 | — | |||
| 86 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $127K | 0.1% | 566 | — | |||
| 87 | — | NYLI MACKAY MUNI INTERMEDIATE ETF - ETF | — | $124K | 0.1% | 5,100 | +38% | |||
| 88 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $121K | 0.1% | 129 | — | |||
| 89 | $PFE | PFIZER INC | Healthcare | $99K | 0.1% | 4,119 | -20% | |||
| 90 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $99K | 0.1% | 1,958 | — | |||
| 91 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $98K | 0.1% | 666 | — | |||
| 92 | — | SCHWAB SHORT-TERM U.S. TREASURY ETF - ETF | — | $97K | 0.1% | 4,000 | New | |||
| 93 | $DIS | Walt Disney Co | Communication Services | $96K | 0.1% | 1,000 | — | |||
| 94 | $BLK | BlackRock, Inc. | Financials | $96K | 0.1% | 100 | — | |||
| 95 | $ABT | ABBOTT LABORATORIES | Healthcare | $95K | 0.1% | 1,050 | — | |||
| 96 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $92K | 0.1% | 200 | — | |||
| 97 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | — | $91K | 0.1% | 600 | — | |||
| 98 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $91K | 0.1% | 1,612 | +7% | |||
| 99 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $80K | 0.1% | 1,400 | — | |||
| 100 | $CVX | CHEVRON CORP | Energy | $79K | 0.1% | 478 | — | |||
| 101 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $78K | 0.1% | 455 | New | |||
| 102 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | — | $74K | 0.1% | 900 | -18% | |||
| 103 | $MA | Mastercard Inc | Financials | $64K | 0.1% | 125 | — | |||
| 104 | $SLB | SLB LIMITED/NV | Energy | $56K | 0.1% | 1,200 | — | |||
| 105 | $NEE | NEXTERA ENERGY INC | Utilities | $53K | 0.0% | 600 | — | |||
| 106 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $50K | 0.0% | 100 | — | |||
| 107 | $NOW | ServiceNow, Inc. | Technology | $50K | 0.0% | 500 | — | |||
| 108 | — | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF - ETF | — | $49K | 0.0% | 1,200 | — | |||
| 109 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF | — | $48K | 0.0% | 2,000 | — | |||
| 110 | $EMN | EASTMAN CHEMICAL CO | Materials | $48K | 0.0% | 722 | — | |||
| 111 | $LLY | ELI LILLY & Co | Healthcare | $47K | 0.0% | 39 | — | |||
| 112 | $RTX | RTX Corp | Industrials | $46K | 0.0% | 245 | — | |||
| 113 | — | ISHARES S&P 500 VALUE ETF - ETF | — | $44K | 0.0% | 194 | — | |||
| 114 | $T | AT&T INC. | Communication Services | $39K | 0.0% | 1,894 | — | |||
| 115 | $DUK | Duke Energy CORP | Utilities | $38K | 0.0% | 300 | — | |||
| 116 | $STT | STATE STREET CORP | Financials | $37K | 0.0% | 216 | — | |||
| 117 | $ES | EVERSOURCE ENERGY | Utilities | $29K | 0.0% | 400 | — | |||
| 118 | — | JPMORGAN ACTIVE BOND ETF - ETF | — | $27K | 0.0% | 496 | -99% | |||
| 119 | $MMM | 3M CO | Healthcare | $24K | 0.0% | 150 | — | |||
| 120 | — | JPMORGAN INTERNATIONAL VALUE ETF - ETF | — | $23K | 0.0% | 250 | New | |||
| 121 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $21K | 0.0% | 165 | — | |||
| 122 | $ADBE | ADOBE INC. | Technology | $21K | 0.0% | 100 | — | |||
| 123 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $20K | 0.0% | 471 | — | |||
| 124 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $16K | 0.0% | 250 | — | |||
| 125 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $12K | 0.0% | 150 | — | |||
| 126 | $WT | WisdomTree, Inc. | Financials | $7K | 0.0% | 124 | -89% | |||
| 127 | — | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF - ETF | — | $5K | 0.0% | 100 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 22 added to, 26 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF - ETF$2.0M
first bought this quarter
- VANECK CLO ETF - ETF$1.7M
first bought this quarter
- GLOBAL X U.S. ELECTRIFICATION ETF - ETF$303K
first bought this quarter
- ISHARES 0-3 MONTH TREASURY BOND ETF - ETF$251K
first bought this quarter
- SCHWAB SHORT-TERM U.S. TREASURY ETF - ETF$97K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$78Kfirst bought this quarter
+1 more in the Excel export
Added to (22)
now $4.6M · held 4+ qtrs, 2 adds in a row
- PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF+951%
now $2.5M
- INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF - ETF+299%
now $2.0M
- ISHARES RUSSELL 1000 GROWTH ETF - ETF+297%
now $1.6M
- JPMORGAN U.S. TECH LEADERS ETF - ETF+111%
now $1.8M
- PUTNAM FOCUSED LARGE CAPVALUE ETF - ETF+25%
now $2.6M
+16 more in the Excel export
Trimmed (26)
- JPMORGAN ACTIVE BOND ETF - ETF-99%
now $27K
- JPMORGAN CORE PLUS BOND ETF - ETF-61%
now $637K
now $2.9M · held 4+ qtrs, 3 trims in a row
- GLOBAL X DEFENSE TECH ETF - ETF-27%
now $1.1M
$GLWCORNING INC /NY-42%
now $423K · held 4+ qtrs, 2 trims in a row
- VANGUARD FTSE EUROPE ETF - ETF-24%
now $639K
+20 more in the Excel export
Sold out (2)
- PGIM TOTAL RETURN BOND ETFwas $623K
$RSGREPUBLIC SERVICES, INC.was $29K
held 3+ qtrs
Holdings by quarter
Every 13F Peck Wealth Management, LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Peck Wealth Management?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Peck Wealth Management's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+6.1%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Peck Wealth Management, LLC disclosed 127 positions worth $118.7M in its Form 13F-HR for Q2 2026, followed by $AAPL and $WT. During the quarter the fund opened 7 new positions and exited 2. The portfolio is most concentrated in Other (58.6% of disclosed assets). All figures are sourced directly from Peck Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2135125.
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